Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 2,685 | $286 | — | — |
| Q3 2025 | 2,654 | $277 | — | — |
| Q2 2025 | 2,654 | $253 | — | — |
| Q1 2025 | 2,654 | $213 | — | — |
| Q4 2024 | 2,653 | $233 | — | — |
| Q3 2024 | 2,653 | $220 | — | — |
| Q2 2024 | 2,653 | $213 | — | — |
| Q2 2023 | 6,889 | $420 | — | — |